Liberated Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Consultation/Financial Coaching Services Liberated Financial charges an hourly fee of $300 per hour based on complexity and unique Client needs for consultation services.”

Annual fee

$8,000⁠-⁠$10,000/yr

“Between $8,000 and $10,000 per year*”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Liberated Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Ongoing planning and consulting services fees will be charged quarterly in arrears.”
• “The initial payment will be prorated for the days services are provided.”
• “Invoices are sent on the 1st of each quarter and due in full upon receipt.”

How Liberated Financial’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 21 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its annual fee of $8,000-$10,000 is above the Colorado median of $7,750. 54% of the 57 other Colorado planners that publish an annual fee charge less.
• 9 of the 17 other planners in Denver that publish an annual fee charge less.

About Liberated Financial

• Principal: Allison Beckmann
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax planning
• College planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

27

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$5,280,892

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329965

Website

getliberatedfinancial.com (opens in new tab)

Phone

(414) 940-1260

Other planners in Denver that publish fees

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• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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